PROpulsion LIVE

Using Tech and AI to Unleash Your Potential

April 11, 2026·52 min
Episode Description from the Publisher

Send us Fan Mail How can financial planners use tech and AI in a practical way without losing the human side of advice? In this episode of PROpulsion LIVE, we look at how tech and AI can help financial planners and advice businesses work better, serve clients better, and grow with more intention. This is not about chasing every new tool. It is about using the right tools in the right places. We unpack how AI is changing customer behaviour, why human-centred design still matters, and w...

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